# Sagevest Financial Advisors, LLC

> Sagevest Financial Advisors, LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 164047
- Filed as: SAGEVEST  FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164047
- AdvisorCensus page: https://advisorcensus.com/firm/sagevest-financial-advisors-llc-newport-beach-ca-164047

## Quick answers

**How is Sagevest Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sagevest Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sagevest Financial Advisors, LLC located?**
Sagevest Financial Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Sagevest Financial Advisors, LLC registered with the SEC or a state?**
Sagevest Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164047.

**How much does Sagevest Financial Advisors, LLC manage?**
Sagevest Financial Advisors, LLC reports $61,522,302 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Sagevest Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44).

**Does Sagevest Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164047

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,522,302
- Discretionary: $61,522,302
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 44 | $61,522,302 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sagevestadvisors.com](https://sagevestadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sagevest Financial Advisors, LLC (CRD 164047): Form ADV filing data as of October 2026.